Portfolio Management Services (PMS)
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Prime Vision Growth vs Valcreate Recovery Strategy

Prime Vision Growth
Valcreate Recovery Strategy
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1 Month
1.41%
8.44%
6 Months
0.61%
34.55%
1 Year
—
23.09%
3 Years
—
—
5 Years
—
—
Since Inception
3.78%
20.88%
Fund Age
10 mo
14 mo
AUM
₹22.34 Cr
₹1.34 Cr
Alpha – 1 Year
—
18.37%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
—
Top Sectors
—
—
Fixed Fee
0.80% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0.5% / –
0% / 0% / 0%
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